肺癌脑转移发生率远高于其他肿瘤。晚期肺癌初治患者的脑转移发生率达25%—44%，EGFR突变型肺 癌患者的3年累积脑转移率可达29.4%—60.3%。肺癌脑转移患者经治后的中位生存期短，仅7—12个 月。吴豫生博士说，目前全球尚无针对肺癌脑转移适应症的第三代EGFR-TKIs获批上市，艾多替尼有望 满足该类患者人群亟待解决的临床治疗需求。而第三代EGFR-TKIs中国销售额已超过100亿元。 CDK2/4、CDK7等管线展现出临床应用前景 CDK4/6抑制剂联合内分泌治疗彻底改变了HR+/HER2-晚期乳腺癌的治疗格局，成为一线治疗的金标 准。然而CDK4/6抑制剂治疗耐药不可避免，几乎所有患者最终都会经历疾病进展。CDK4/6抑制剂治疗 失败后的药物选择成为临床医生面临的重大挑战。 在2025年9月份的世界肺癌大会上，同源康医药(02410.HK)发布的艾多替尼片针对非小细胞肺癌脑转移 关键Ⅱ期临床试验引起同行高度关注。同源康医药用了7年不到的时间实现在香港上市，并于今年3月10 日进入港股通。快速成长的背后是其亮丽的研发管线。据悉，除了艾多替尼片，同源康医药还有多个肿 瘤创新药展现出临床应用前景。 同源康 ...

Core Insights - The article highlights significant changes in the stock holdings of various companies in the Hong Kong Stock Connect, with notable increases and decreases in ownership percentages [1][2]. Group 1: Companies with Increased Holdings - Yihua Tong (02402) saw the largest increase in stock holdings, rising by 14.82% to a total holding of 24.14% [2]. - Hong Kong Broadband (01310) experienced a 4.71% increase, bringing its holding to 4.99% [2]. - Dongfang Electric (01072) had a 2.17% increase, resulting in a holding of 39.16% [2]. - Other companies with notable increases include Beijing Machinery (00187) (+1.99%, 53.15%), and East Jiang Environmental Protection (00895) (+1.69%, 43.93%) [2]. Group 2: Companies with Decreased Holdings - Longpan Technology (02465) faced the largest decrease, with a drop of 3.69% to a holding of 47.77% [2]. - Shandong Molong (00568) saw a decrease of 1.44%, resulting in a holding of 53.78% [2]. - Da Zhong Public Utilities (01635) decreased by 1.39%, with a holding of 33.57% [2]. - Other companies with significant decreases include Huahong Semiconductor (01347) (-1.16%, 23.26%) and Jintian Copper (-1.10%, 24.66%) [2]. Group 3: Five-Day Changes in Holdings - Over the last five trading days, Yihua Tong (02402) had the highest increase of 14.99%, maintaining a holding of 24.14% [3]. - Tongyuan Kang Pharmaceutical-B (02410) increased by 7.60%, reaching a holding of 24.20% [3]. - Changfei Optical Fiber (06869) rose by 7.41%, with a holding of 69.80% [3]. - Companies with notable decreases include Shandong Molong (00568) (-3.89%, 53.78%) and Baiguoyuan Group (02411) (-3.55%, 9.28%) [3]. Group 4: Twenty-Day Changes in Holdings - In the last twenty days, Yihua Tong (02402) increased by 14.87%, holding at 24.14% [4]. - Changfei Optical Fiber (06869) saw a rise of 13.73%, maintaining a holding of 69.80% [4]. - Zhongyuan Marine Energy (01138) increased by 12.27%, with a holding of 68.92% [4].

Core Viewpoint - The report highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies, which may signal investment trends and market sentiment. Group 1: Companies with Increased Holdings - Changfei Fiber Optics (06869) saw the largest increase in holdings, up by 5.51%, bringing the total to 68.51% [1][2] - Tongyuan Kang Pharmaceutical-B (02410) increased by 2.18%, with a new holding percentage of 23.40% [1][2] - Fortior Technology (Shenzhen) Co., Ltd. (01304) experienced a 2.14% increase, resulting in a holding of 14.00% [1][2] - Other notable increases include Tianyue Advanced (02631) at +1.85% (13.18%) and Kanglong Chemical (03759) at +1.48% (62.37%) [2] Group 2: Companies with Decreased Holdings - Southern Hengsheng Technology (03033) had the largest decrease, down by 1.10% to 60.60% [1][2] - Haotian International Construction Investment (01341) decreased by 0.90%, now at 60.82% [1][2] - Beijing Beichen Industrial Holdings (00588) saw a reduction of 0.76%, bringing its holding to 39.85% [1][2] - Other significant decreases include Hongye Futures (03678) at -0.74% (63.01%) and Yisou Technology (02550) at -0.73% (35.50%) [2] Group 3: Five-Day Holding Changes - Over the last five trading days, Tongyuan Kang Pharmaceutical-B (02410) had the highest increase at +6.99%, with a holding of 23.40% [1][3] - Changfei Fiber Optics (06869) increased by 5.91%, reaching 68.51% [1][3] - Longpan Technology (02465) saw a 5.41% increase, now at 51.46% [1][3] - Conversely, Shandong Molong (00568) experienced the largest decrease at -4.44%, with a holding of 55.22% [1][3] Group 4: Twenty-Day Holding Changes - In the last twenty days, Zhongyuan Marine Energy (01138) had the highest increase at +12.54%, with a holding of 69.07% [1][4] - Changfei Fiber Optics (06869) also saw a significant increase of +12.33%, now at 68.51% [1][4] - Tongyuan Kang Pharmaceutical-B (02410) increased by +8.83%, reaching 23.40% [1][4]

浙江同源康醫藥股份有限公司 TYK Medicines, Inc 股份代號 : 2410 2025 中期報告 浙江同源康醫藥股份有限公司 目錄 公司資料 董事 2 公司資料 4 財務摘要 5 業務摘要 7 管理層討論及分析 23 企業管治及其他資料 35 中期簡明綜合損益及其他全面收入表 36 中期簡明綜合財務狀況表 38 中期簡明綜合權益變動表 39 中期簡明綜合現金流量表 41 中期簡明綜合財務資料附註 57 定義 2025 年中期報告 2 執行董事： 吳豫生博士 （董事長兼總裁） 非執行董事： 李鈞博士 顧虹博士 蔣鳴昱博士 孟曉英博士 （於2025年8月31日辭任） 何超先生 朱向陽博士 （於2025年6月26日獲委任） 獨立非執行董事： 冷瑜婷博士 （主席） 吳豫生博士 張森泉先生 （於2025年9月15日辭任） 提名委員會 吳豫生博士 （主席） 張森泉先生 （於2025年9月15日辭任） 冷瑜婷博士 科學委員會 吳豫生博士 （主席） 李鈞博士 許文青博士 張森泉先生 （於2025年9月15日辭任） 冷瑜婷博士 許文青博士 沈秀華博士 監事 牛成山博士 梁阿朋博士 尚靜女士 審計委員會 張森泉先生 ...

Core Insights - The article highlights the changes in the stock holdings of various companies under the Hong Kong Stock Connect program, indicating significant increases and decreases in ownership percentages among different firms [1][2]. Group 1: Companies with Increased Holdings - Longpan Technology (02465) saw the largest increase in holdings, up by 4.42%, bringing its total to 51.59% [2]. - Tongyuan Kang Pharmaceutical-B (02410) experienced a 4.13% increase, resulting in a holding of 21.22% [2]. - Tianyue Advanced (02631) had a 4.11% increase, with a current holding of 11.33% [2]. - Other notable increases include: - Dazhong Public Utilities (01635): +1.71%, 34.70% [2] - Zhaoyan New Drug (06127): +1.63%, 45.73% [2] - Baize Medical (02609): +1.54%, 4.27% [2] Group 2: Companies with Decreased Holdings - Heng Seng China Enterprises (02828) experienced the largest decrease, down by 6.17%, now holding 0.68% [2]. - Yingfu Fund (02800) saw a reduction of 2.85%, with a holding of 1.77% [2]. - Shandong Molong (00568) decreased by 2.27%, now at 54.96% [2]. - Other significant decreases include: - China General Nuclear Power Corporation (01164): -1.18%, 15.65% [2] - Baiguoyuan Group (02411): -0.69%, 10.72% [2] Group 3: Five-Day Holding Changes - Over the last five trading days, Tongyuan Kang Pharmaceutical-B (02410) had the highest increase of 4.88%, reaching 21.22% [3]. - Longpan Technology (02465) increased by 4.48%, totaling 51.59% [3]. - Brainstorm Aurora-B (06681) rose by 4.25%, now at 4.87% [3]. - Other notable increases include: - Baize Medical (02609): +4.10%, 4.27% [3] - Zhaoyan New Drug (06127): +3.26%, 45.73% [3] Group 4: Twenty-Day Holding Changes - Over the past twenty days, Tongyuan Kang Pharmaceutical-B (02410) saw an increase of 11.90%, now holding 21.22% [4]. - Anjiu Food (02648) increased by 11.46%, reaching 22.65% [4]. - COSCO Shipping Energy (01138) rose by 11.24%, with a holding of 67.64% [4].

TYK Medicines, Inc 浙江同源康醫藥股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （於中華人民共和國註冊成立的股份有限公司） Reminder letter regarding the Arrangement of Electronic Dissemination of Corporate Communications With reference to the notification letter dated 6 September 2024 titled "Arrangement of Electronic Dissemination of Corporate Communications", TYK Medicines, Inc (the "Company") is writing to remind you that the Company has adopted electronic dissemination of corpo ...

TYK Medicines, Inc 浙江同源康醫藥股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （於中華人民共和國註冊成立的股份有限公司） （Stock Code: 股份代號：2410） 17 September 2025 Dear registered H shareholder(s), Reminder letter regarding the Arrangement of Electronic Dissemination of Corporate Communications (Note 1) With reference to the notification letter dated 6 September 2024 titled "Arrangement of Electronic Dissemination of Corporate Communications", TYK Medicines, Inc (the "Company") is ...

Core Insights - On September 16, 2025, Alibaba-W (09988), Brainstorm Aurora-B (06681), and Baize Medical (02609) were the top three stocks by trading volume in the Southbound Stock Connect, with trading amounts of 57.96 billion, 55.71 billion, and 48.83 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and PharmaJet-B (02617) led the trading volume, with amounts of 31.74 billion, 18.85 billion, and 18.82 billion respectively [1] Southbound Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 57.96 billion with a net buying amount of +18.98 billion [2] - Brainstorm Aurora-B (06681) recorded a trading amount of 55.71 billion with a net buying amount of +98.28 million [2] - Baize Medical (02609) achieved a trading amount of 48.83 billion with a net buying amount of +2.17 billion [2] - Meituan-W (03690) had a trading amount of 32.61 billion with a net buying amount of +2.65 billion [2] - The Yingfu Fund (02800) had a trading amount of 31.85 billion with a net selling amount of -31.70 billion [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 31.74 billion with a net buying amount of +11.33 billion [2] - Xiaomi Group-W (01810) recorded a trading amount of 18.85 billion with a net selling amount of -3.48 billion [2] - PharmaJet-B (02617) achieved a trading amount of 18.82 billion with a net selling amount of -4.50 billion [2] - Brainstorm Aurora-B (06681) had a trading amount of 18.22 billion with a net buying amount of +26.73 million [2] - Meituan-W (03690) had a trading amount of 18.15 billion with a net buying amount of +4.51 billion [2]

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 31.89 billion on September 16, with the majority coming from the Shanghai-Hong Kong Stock Connect [1] Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 29.76 billion through the Shanghai Stock Connect and HKD 2.13 billion through the Shenzhen Stock Connect [1] - The stocks with the highest net buying included Alibaba-W (09988), Meituan-W (03690), and Baize Medical (02609) [1] - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Xiaomi Group-W (01810), and SMIC (00981) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of HKD 30.31 billion, supported by recent announcements related to its mapping service and AI developments [4] - Meituan-W (03690) recorded a net inflow of HKD 7.15 billion, bolstered by the successful launch of its international delivery brand Keeta in Kuwait [5] - Baize Medical (02609) and Tongyuan Kang Medical-B (02410) received net inflows of HKD 3.27 billion and HKD 2.96 billion, respectively, following regulatory changes that enhance the clinical trial approval process for innovative drugs [5] Group 3: Notable Net Selling - The Tracker Fund of Hong Kong (02800) faced a significant net outflow of HKD 46.38 billion, with analysts suggesting that while short-term interest rates may benefit the Hong Kong market, the overall outlook remains cautious due to weakening fundamentals [7] - Xiaomi Group-W (01810), SMIC (00981), and Tencent (00700) experienced net outflows of HKD 5.69 billion, HKD 4.12 billion, and HKD 3.86 billion, respectively [8]

Group 1 - The Hang Seng Index rose by 0.07%, gaining 19 points to close at 26,465 points, while the Hang Seng Tech Index increased by 0.39% [1] - The early trading volume in Hong Kong stocks reached 160.2 billion HKD [1] Group 2 - New pharmaceutical stocks in the Hong Kong Stock Connect saw significant gains, with ZhiJie AnKang-B (02617) surging over 49%, reaching a market capitalization of over 240 billion HKD; BaiZe Medical (02609) rose over 76%; and TongYuanKang Pharmaceutical-B (02410) increased by over 36% [1] - Fosen Pharmaceutical (01652) experienced a dramatic rise of over 410%, closing at 1.35 HKD, up 297%, following the approval of Metformin and Ertugliflozin tablets [2] - Shanghai Fudan (01385) increased by 5.87%, with the company well-prepared for supply chain disruptions, and Morgan Stanley noted limited impact on demand [2] - SF Express (09699) rose over 6% as its "SoFast" service officially launched in Macau, with Daiwa optimistic about the company's revenue growth prospects [2] - Valiant Bio-B (09887) increased by over 13%, with its core product LBL-024 for melanoma completing its first patient dosing in trials [2] - Bilibili-W (09626) rose by 2.78%, accumulating a total increase of about 25% over the past six days, with the new game "Three Kingdoms: Hundred Generals" set for testing in October [2] - LionTeng Holdings (02562) surged over 7% as it plans to acquire leading companies in artificial intelligence and blockchain to expand its digital finance layout [2] - GCL-Poly Energy (03800) rose by 3.97%, planning a discounted placement to raise approximately 5.392 billion HKD for structural adjustments in polysilicon capacity [2] - China General Nuclear Power Corporation Mining (01164) increased by 6.7%, as the U.S. seeks to expand its strategic uranium reserves, with institutions expecting a recovery in uranium prices [2] - Yunfeng Financial (00376) fell over 16% after announcing a discounted placement to raise about 1.15 billion HKD [2]